XPLANtouch: Show at Login

The introduction of the Show at Login feature (in XPLANtouch) has further enhanced the client's experience. As practices can 'flag' that a specific Note pops-up as soon as the client logs into the app, key reports or videos can be readily brought to their attention.

The notes is good as you can ‘show at login’ but this needs to be turned back off when not applicable I believe?I Haven’t tested what happens if multiple notes are ticked.

For example we might have videos for different client segmentations or market updates, which you could run a search and add a note but possibly it could be easier to have a menu option where you can just upload the latest videos.

Past videos in the notes could get lost if you are uploading notes like ROA’s, SOA’s, Portoflio reports etc. It would be good to be able to embed multiple videos on the screen. I.e. at the top is the latest

The financial knowledge centre is probably where you’ll direct me but this probably isn’t applicable for us just yet

If I understand you correctly, the objective is to provide very much a tailored experience to each client which might be based on any number of client specific flags or data points? For example, if I'm a 'wealth accumulator' I'd see a video on Salary Sacrifice, whereas I'd see a video on the upcoming pension changes if I was a retiree.

I would suggest that there are number of options available that each require a very tailored strategy. For example, if I have timely information that I want you to see, then Show at login is perfect because it presents as soon as your client accesses the app/site. On the other hand, having a separate menu item (as you have suggested) is useful when the client wants to browse or search for a specific topic. In terms of marketing, Show at login is very much a 'push' strategy, whereas a client library definitely falls into the 'pull' category.

These options can work together, they can work independently, but recognise that they will have different outcomes - for example, preparing a client for your review meeting by 'popping' a video is much more effective than expecting them to search for that same video in the Knowledge Centre off their own bat.